HaloPSA Quotations Integration Set-Up Guide

How to Set up Your HaloPSA Quotations

Connecting HaloPSA’s Quotations with Alternative Payments is quick and seamless, allowing you to maintain your existing workflows while enhancing payment flexibility for your customers. Follow these steps to get started:

1. Copy your Alternative Payments billing link.

• Login to your Alternative Payments dashboard, www.alternativepayments.io

• Navigate to Accounts Receivable - Invoices from the side menu

• Click on the billing link at the top of the screen, under the Invoices header

2. Edit Your PDF Templates.

• Log into your HaloPSA instance

• Navigate to Configurations > Quotations > General Settings

• Scroll down to Edit Quote PDF Templates

3. Insert your Alternative Payments Billing Link into your templates.

• Select the template you want to add your custom payment link to. Note: You will need to do this for every single template if applicable.

• Click on Edit and navigate to the Pages section and click on the edit pencil icon next to the section you wish to input the custom link.

• Copy and paste the following HTML code into your preferred section of the Core Template HTML:

  • <div>

<a href="[billing link]/custom-invoice?amount=$QUOTETOTAL" target="_blank">Pay Here </a>

</div>

• Save your updates

4. You’re all set! 🎉

Your customers can now make payment once they have accepted a quote from HaloPSA Quoting They will be redirected to make a payment using your custom billing link.

Customer Experience Overview

1. Your customer receives a quote from you.

2. Your customer accepts the quote.

3. Your customer is prompted to make a payment using your branded payment link.

4. Once payment is made, your customer receives confirmation of the payment

5. (Partner experience) An Alternative invoice is created to record the payment. You can view this payment in the “Transactions” section of your Alternative Payments dashboard.